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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
826
Thrive Wealth Management
Pennsylvania
$227K +$18.8K +10 +9%
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$227K +$233K +124 New
DC
828
Diametric Capital
Massachusetts
$225K +$231K +123 New
MAM
829
Milestone Asset Management
Pennsylvania
$225K +$231K +123 New
PCS
830
Personal CFO Solutions
New Jersey
$225K +$231K +123 New
PFM
831
Patton Fund Management
Texas
$223K +$229K +122 New
NG
832
Novem Group
New York
$221K -$18.8K -10 -8%
PWM
833
Perigon Wealth Management
California
$219K -$82.6K -44 -27%
KP
834
Keel Point
Alabama
$219K +$225K +120 New
CA
835
Commerzbank Aktiengesellschaft
Germany
$218K
GEM
836
Global Endowment Management
North Carolina
$218K -$5.63K -3 -2%
AIM
837
Acropolis Investment Management
Missouri
$216K
HFO
838
Heritage Family Offices
Arizona
$213K
TPWM
839
Twelve Points Wealth Management
Massachusetts
$212K +$1.88K +1 +0.9%
EP
840
Essential Partners
California
$212K +$218K +116 New
SIM
841
Stratos Investment Management
Ohio
$210K -$11.3K -6 -5%
Fayez Sarofim & Co
842
Fayez Sarofim & Co
Texas
$210K
RWM
843
Riverbend Wealth Management
South Carolina
$207K
FIM
844
Freedom Investment Management
Connecticut
$206K -$7.51K -4 -3%
B
845
Bellecapital
Switzerland
$205K
PSP
846
Principal Street Partners
Tennessee
$205K +$210K +112 New
GLA
847
Great Lakes Advisors
Illinois
$203K -$1.88K -1 -0.9%
AA
848
Alta Advisers
United Kingdom
$203K
PPWP
849
Premier Path Wealth Partners
New Jersey
$201K
IC
850
Inscription Capital
Texas
$201K +$207K +110 New